Capital One Financial Corp
COF- Exchange
- NYSE
- Industry
- National Commercial Banks
- SEC CIK
- 0000927628
In the last 90 days, Capital One Financial Corp insiders filed 0 open-market purchases and 14 sales; 2,129 institutions reported holding it in 13F filings for Q2 2026, worth $107.7B in total; 9 superinvestors hold it, including Harris Associates (Oakmark) and Berkshire Hathaway.
13F holders, Q4 2023
Institutional positions in Capital One Financial Corp as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,141
- +143 vs. Q3 2023
- Shares held
- 341.7M
- −880.2K (−0.3%) vs. Q3 2023
- Total value
- $44.8B
- +$11.5B (+34.7%) vs. Q3 2023
- New holders
- 216
- 378 more added
- Sold out
- 73
- 394 more reduced
13 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting COF on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,129 | $107.7B |
| Q1 2026 | 2,081 | $96.4B |
| Q4 2025 | 2,211 | $133.0B |
| Q3 2025 | 2,001 | $116.2B |
| Q2 2025 | 1,961 | $118.8B |
| Q1 2025 | 1,402 | $65.5B |
| Q4 2024 | 1,361 | $64.0B |
| Q3 2024 | 1,228 | $52.1B |
| Q2 2024 | 1,201 | $48.0B |
| Q1 2024 | 1,165 | $52.2B |
| Q4 2023 | 1,141 | $44.8B |
| Q3 2023 | 1,011 | $33.3B |
| Q2 2023 | 1,019 | $38.0B |
| Q1 2023 | 1,009 | $33.0B |
| Q4 2022 | 1,026 | $31.7B |
| Q3 2022 | 997 | $31.4B |
| Q2 2022 | 1,023 | $35.5B |
| Q1 2022 | 1,095 | $46.5B |
| Q4 2021 | 1,140 | $53.4B |
| Q3 2021 | 1,107 | $62.2B |
| Q2 2021 | 1,122 | $61.8B |
| Q1 2021 | 1,017 | $52.3B |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Capital One Financial Corp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Donoghue Forlines LLC | 5,450 | $714.6K | 0.22% | −1,851−25.4% | Reduced |
| Northern Financial Advisors Inc | 5,447 | $714.2K | 0.60% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 5,445 | $713.9K | 0.48% | +5,445 | New |
| NEOS Investment Management LLC | 5,391 | $706.9K | 0.07% | +1,647+44.0% | Added |
| Prio Wealth Limited Partnership | 5,380 | $705.4K | 0.02% | −340−5.9% | Reduced |
| Diversified Trust Co | 5,364 | $703.3K | 0.02% | +228+4.4% | Added |
| Lowe Brockenbrough & Co Inc | 5,359 | $702.7K | 0.05% | −1,500−21.9% | Reduced |
| First PREMIER Bank | 5,326 | $698.0K | 0.20% | −209−3.8% | Reduced |
| Verdence Capital Advisors LLC | 5,242 | $687.3K | 0.07% | +313+6.4% | Added |
| Neville Rodie & Shaw Inc | 5,205 | $682.0K | 0.06% | 00.0% | Unchanged |
| Forum Financial Management, LP | 5,197 | $681.4K | 0.01% | +10.0% | Added |
| Granite Bay Wealth Management, LLC | 6,300 | $680.0K | 0.01% | −1,056−14.4% | Reduced |
| Aspen Wealth Strategies, LLC | 5,154 | $675.8K | 0.49% | +1,830+55.1% | Added |
| Prospera Financial Services Inc | 5,124 | $671.9K | 0.02% | +416+8.8% | Added |
| Desjardins Global Asset Management Inc. | 5,120 | $671.3K | 0.07% | −739−12.6% | Reduced |
| Sumitomo Life Insurance Co | 5,085 | $666.7K | 0.02% | −61−1.2% | Reduced |
| Wealthspire Advisors, LLC | 5,062 | $663.8K | 0.01% | −7,337−59.2% | Reduced |
| Leonteq Securities AG | 5,039 | $660.7K | 0.08% | +399+8.6% | Added |
| Valeo Financial Advisors, LLC | 5,006 | $656.4K | 0.03% | +839+20.1% | Added |
| Supplemental Annuity Collective Trust of NJ | 5,000 | $655.6K | 0.23% | 00.0% | Unchanged |
| City Holding Co | 4,943 | $648.1K | 0.10% | −1,015−17.0% | Reduced |
| Qtron Investments LLC | 4,811 | $630.8K | 0.10% | +2,146+80.5% | Added |
| Lindbrook Capital, LLC | 4,795 | $628.7K | 0.06% | +986+25.9% | Added |
| Flagship Harbor Advisors, LLC | 4,765 | $624.8K | 0.05% | +4,765 | New |
| Meridian Financial Partners LLC | 4,990 | $623.0K | 0.64% | +18+0.4% | Added |
| Addison Capital Co | 4,743 | $621.9K | 0.39% | +4,743 | New |
| Keybank National Association | 4,736 | $621.0K | 0.00% | +2,066+77.4% | Added |
| Quadrant Capital Group LLC | 4,734 | $620.7K | 0.05% | +634+15.5% | Added |
| Crawford Investment Counsel Inc | 4,727 | $619.8K | 0.01% | −271−5.4% | Reduced |
| Intech Investment Management LLC | 4,714 | $618.1K | 0.01% | −13,835−74.6% | Reduced |
| Stony Point Wealth Management Inc. | 4,711 | $617.7K | 0.29% | 00.0% | Unchanged |
| Regions Financial Corp | 4,655 | $610.4K | 0.01% | −66−1.4% | Reduced |
| Fulton Bank, N.A. | 4,623 | $606.2K | 0.03% | −1,426−23.6% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 4,539 | $596.0K | 0.01% | +1,419+45.5% | Added |
| Independent Advisor Alliance | 4,508 | $591.1K | 0.02% | +50+1.1% | Added |
| Sky Investment Group LLC | 4,496 | $589.5K | 0.12% | 00.0% | Unchanged |
| Trust Asset Management LLC | 4,466 | $585.6K | 0.06% | 00.0% | Unchanged |
| Mountain Pacific Investment Advisers Inc | 4,448 | $583.2K | 0.04% | 00.0% | Unchanged |
| South State Corp. | 4,447 | $583.1K | 0.05% | −220−4.7% | Reduced |
| Central Trust Co | 4,423 | $579.9K | 0.02% | −431−8.9% | Reduced |
| Summit Financial Group Inc | 4,412 | $578.5K | 0.22% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 4,330 | $567.8K | 0.19% | −300−6.5% | Reduced |
| Gryphon Financial Partners LLC | 3,538 | $561.6K | 0.10% | +114+3.3% | Added |
| Franklin Street Advisors Inc | 4,274 | $560.0K | 0.05% | −50−1.2% | Reduced |
| Northern Oak Wealth Management Inc | 4,256 | $558.0K | 0.07% | +67+1.6% | Added |
| LGT Financial Advisors LLC | 4,253 | $557.7K | 0.68% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 4,250 | $557.3K | 0.05% | −8,674−67.1% | Reduced |
| Naples Money Management LLC | 4,245 | $556.6K | 0.52% | +4,245 | New |
| Duff & Phelps Investment Management Co | 4,237 | $555.6K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 4,233 | $555.0K | 0.02% | −296−6.5% | Reduced |
| Siemens Fonds Invest GmbH | 4,229 | $554.5K | 0.05% | +168+4.1% | Added |
| Wedmont Private Capital | 4,096 | $547.7K | 0.04% | +1,061+35.0% | Added |
| Jones Financial Companies LLLP | 4,164 | $546.0K | 0.00% | +2,187+110.6% | Added |
| Federation des caisses Desjardins du Quebec | 4,160 | $545.5K | 0.01% | −26,053−86.2% | Reduced |
| Armstrong Advisory Group, Inc | 4,136 | $542.3K | 0.05% | +190+4.8% | Added |
| Citizens Financial Group Inc | 4,126 | $540.9K | 0.02% | +4,126 | New |
| Richwood Investment Advisors, LLC | 4,106 | $538.4K | 0.51% | −125−3.0% | Reduced |
| Cigna Investments Inc | 4,084 | $536.0K | 0.11% | −4−0.1% | Reduced |
| Lake Street Advisors Group, LLC | 4,044 | $530.2K | 0.03% | +4,044 | New |
| Angeles Investment Advisors, LLC | 4,042 | $530.0K | 0.03% | −1,008−20.0% | Reduced |
| Sweet Financial Partners, LLC | 4,030 | $528.4K | 0.13% | 00.0% | Unchanged |
| RMR Wealth Builders | 4,000 | $524.5K | 0.07% | 00.0% | Unchanged |
| Quest Partners LLC | 3,982 | $522.1K | 0.11% | +3,982 | New |
| Park Avenue Securities LLC | 3,977 | $521.0K | 0.01% | +277+7.5% | Added |
| SYSTM Wealth Solutions LLC | 3,917 | $513.6K | 0.07% | +159+4.2% | Added |
| ISAM Funds (UK) Ltd | 3,887 | $509.7K | 0.36% | +3,887 | New |
| Western Wealth Management, LLC | 3,882 | $509.0K | 0.04% | −39−1.0% | Reduced |
| Baker Tilly Wealth Management, LLC | 3,880 | $508.8K | 0.08% | −1,133−22.6% | Reduced |
| ClearAlpha Technologies LP | 3,854 | $505.3K | 0.19% | +3,854 | New |
| Brookstone Capital Management | 3,853 | $505.2K | 0.01% | −540−12.3% | Reduced |
| ARGA Investment Management, LP | 3,838 | $503.2K | 0.02% | −2,460−39.1% | Reduced |
| Syon Capital LLC | 3,748 | $491.5K | 0.05% | +716+23.6% | Added |
| RWC Asset Management LLP | 3,716 | $487.2K | 0.03% | +3,716 | New |
| Cetera Advisors LLC | 3,714 | $487.0K | 0.01% | +975+35.6% | Added |
| Private Trust Co NA | 3,706 | $485.9K | 0.06% | +18+0.5% | Added |
| Moors & Cabot, Inc. | 3,702 | $485.4K | 0.03% | +31+0.8% | Added |
| Winton Group Ltd | 3,689 | $483.7K | 0.04% | −1,764−32.3% | Reduced |
| Equitable Holdings, Inc. | 3,679 | $482.4K | 0.01% | −1,879−33.8% | Reduced |
| Busey Wealth Management | 3,678 | $482.3K | 0.02% | −822−18.3% | Reduced |
| Resources Investment Advisors, LLC. | 3,667 | $480.8K | 0.01% | +3,667 | New |
| Evergreen Capital Management LLC | 3,659 | $479.8K | 0.02% | +441+13.7% | Added |
| Marex Group plc | 3,626 | $475.4K | 0.02% | +3,626 | New |
| Soltis Investment Advisors LLC | 3,606 | $472.8K | 0.05% | +317+9.6% | Added |
| Connectus Wealth, LLC | 3,596 | $472.0K | 0.01% | +164+4.8% | Added |
| Joule Financial, LLC | 3,591 | $470.9K | 0.22% | +3,591 | New |
| Sherbrooke Park Advisers LLC | 3,566 | $467.6K | 0.22% | +508+16.6% | Added |
| St Germain D J Co Inc | 3,541 | $464.3K | 0.02% | 00.0% | Unchanged |
| Montecito Bank & Trust | 3,521 | $461.7K | 0.10% | −63−1.8% | Reduced |
| Americana Partners, LLC | 3,485 | $456.9K | 0.04% | +10.0% | Added |
| UniSuper Management Pty Ltd | 3,463 | $454.1K | 0.01% | +763+28.3% | Added |
| Rockland Trust Co | 3,455 | $453.0K | 0.02% | 00.0% | Unchanged |
| Concentric Wealth Management, LLC | 3,434 | $450.3K | 0.13% | 00.0% | Unchanged |
| DFPG Investments, LLC | 3,441 | $449.9K | 0.04% | −327−8.7% | Reduced |
| First National Trust Co | 3,430 | $449.7K | 0.02% | −30−0.9% | Reduced |
| Penserra Capital Management LLC | 3,436 | $449.0K | 0.01% | −666−16.2% | Reduced |
| Beirne Wealth Consulting Services, LLC | 3,415 | $447.8K | 0.22% | +3,415 | New |
| Premier Path Wealth Partners, LLC | 3,565 | $447.3K | 0.10% | +3,565 | New |
| Circle Wealth Management, LLC | 3,410 | $447.1K | 0.01% | −28−0.8% | Reduced |
| NBC Securities, Inc. | 3,412 | $447.0K | 0.05% | −34−1.0% | Reduced |
| Hancock Whitney Corp | 3,401 | $445.9K | 0.02% | +25+0.7% | Added |